"If You Want to Have a Better Performance Than the Crowd, You Must Do Things Differently From the Crowd"
- John Templeton
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Which Service Is Right For You?
From building wealth to protecting your assets, Tailored Wealth helps you plan for your future by organising your finances and growing your wealth.
Building Wealth
Paying off the mortgage and default super contributions are a good start but it’s never enough. You need to be active when it comes to wealth creation. Identify your surplus…
Planning For Business Owners
There is multiple levels of planning for you. First you need to take care of your business as this will in turn take care of you. Just like your personal finances it all starts with…
Planning For Retirement
This can be a nervous time for retirees. For years you have generated an income either through employment or your own business but that is all about …
Protecting Wealth
Your ability to earn is your biggest asset and it should be protected. There are many reasons why people take out life insurance but for me there are 2 key…
Why Choose Us
We take away all the hassle and guesswork about your financial future by helping you to make SMART decisions about YOUR money while freeing up your most valuable asset – YOUR TIME.
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Look Who Loves Us
I always felt that Dan had
my best interest at heart
and felt that I could trust
him to offer me the best
advice possible for my own
situation…
-Rachael Brecht
I was interested in getting
expert advice on what we
should do with our finances.
I felt that we connected
personally with Dan and
being of a similar age…
-Steve & Cassie Lawler
The Financial Planning
industry is infinitely better
than it was even during
1990s, as a young bloke I
was sold by over promising
sales people, so we…
-Pat & Janine Farrell
We were unsure of seeking
financial advice initially as
it’s hard to trust a stranger
with your finances and you
often hear of how it goes
bad for people….
-Scott & Trish Nightingale